Schroder Investment Management Group’s National Health Investors NHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.93M | Sell |
23,711
-5,010
| -17% | -$417K | ﹤0.01% | 936 |
|
|
2025
Q4 | $2.2M | Buy |
28,721
+444
| +2% | +$34K | ﹤0.01% | 875 |
|
|
2025
Q3 | $2.2M | Sell |
28,277
-160
| -0.6% | -$12K | ﹤0.01% | 914 |
|
|
2025
Q2 | $1.99M | Buy |
28,437
+5,940
| +26% | +$435K | ﹤0.01% | 907 |
|
|
2025
Q1 | $1.66M | Buy |
22,497
+230
| +1% | +$16.2K | ﹤0.01% | 931 |
|
|
2024
Q4 | $1.51M | Buy |
22,267
+2,133
| +11% | +$162K | ﹤0.01% | 957 |
|
|
2024
Q3 | $1.67M | Buy |
20,134
+16,024
| +390% | +$1.24M | ﹤0.01% | 963 |
|
|
2024
Q2 | $278K | Buy |
4,110
+894
| +28% | +$57.3K | ﹤0.01% | 1153 |
|
|
2024
Q1 | $202K | Buy |
+3,216
| New | +$181K | ﹤0.01% | 1168 |
|
|
2022
Q1 | – | Sell |
-5,229
| Closed | -$300K | – | 1513 |
|
|
2021
Q4 | $300K | Buy |
5,229
+923
| +21% | +$51.1K | ﹤0.01% | 1183 |
|
|
2021
Q3 | $230K | Sell |
4,306
-576
| -12% | -$36K | ﹤0.01% | 1312 |
|
|
2021
Q2 | $328K | Buy |
4,882
+2,944
| +152% | +$205K | ﹤0.01% | 1275 |
|
|
2021
Q1 | $140K | Buy |
+1,938
| New | +$135K | ﹤0.01% | 1355 |
|
|
2020
Q1 | – | Sell |
-4,703
| Closed | -$383K | – | 1366 |
|
|
2019
Q4 | $383K | Buy |
+4,703
| New | +$385K | ﹤0.01% | 1086 |
|
|
2019
Q1 | – | Sell |
-5,095
| Closed | -$385 | – | 1221 |
|
|
2018
Q4 | $385 | Hold |
5,095
| – | – | ﹤0.01% | 1025 |
|
|
2018
Q3 | $385K | Hold |
5,095
| – | – | ﹤0.01% | 1056 |
|
|
2018
Q2 | $380K | Hold |
5,095
| – | – | ﹤0.01% | 1084 |
|
|
2018
Q1 | $343K | Sell |
5,095
-12,500
| -71% | -$854K | ﹤0.01% | 1100 |
|
|
2017
Q4 | $1.33M | Buy |
17,595
+1,700
| +11% | +$132K | ﹤0.01% | 946 |
|
|
2017
Q3 | $1.23M | Sell |
15,895
-13,105
| -45% | -$1.02M | ﹤0.01% | 951 |
|
|
2017
Q2 | $2.28M | Hold |
29,000
| – | – | ﹤0.01% | 847 |
|
|
2017
Q1 | $2.09M | Buy |
+29,000
| New | +$2.13M | ﹤0.01% | 842 |
|
|
2016
Q3 | – | Sell |
-7,500
| Closed | -$563K | – | 1177 |
|
|
2016
Q2 | $563K | Sell |
7,500
-105,700
| -93% | -$7.34M | ﹤0.01% | 959 |
|
|
2016
Q1 | $7.41M | Buy |
113,200
+31,500
| +39% | +$1.95M | 0.02% | 641 |
|
|
2015
Q4 | $4.97M | Buy |
+81,700
| New | +$4.87M | 0.01% | 750 |
|
|
2015
Q1 | – | Sell |
-26,312
| Closed | -$1.84M | – | 1290 |
|
|
2014
Q4 | $1.84M | Sell |
26,312
-719
| -3% | -$46.7K | ﹤0.01% | 914 |
|
|
2014
Q3 | $1.54M | Sell |
27,031
-3,323
| -11% | -$206K | ﹤0.01% | 952 |
|
|
2014
Q2 | $1.9M | Buy |
30,354
+21,983
| +263% | +$1.36M | ﹤0.01% | 885 |
|
|
2014
Q1 | $506K | Sell |
8,371
-978
| -10% | -$59.3K | ﹤0.01% | 1067 |
|
|
2013
Q4 | $524K | Sell |
9,349
-3,200
| -26% | -$190K | ﹤0.01% | 1108 |
|
|
2013
Q3 | $714K | Buy |
12,549
+2,049
| +20% | +$122K | ﹤0.01% | 1056 |
|
|
2013
Q2 | $629K | Buy |
+10,500
| New | +$680K | ﹤0.01% | 1079 |
|
Other funds holding NHI
VPM
VCM
NAMI